Katherine Mary Stienessen

Employer firm

Motiv8 Investments LLC CRD 285560

$219M regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2003 → 05/2019
  Harbour Investments, Inc.
  Madison, WI
• 01/2013 → Present
  Kay Stienessen
  St Louis Park, MN
• 05/2019 → Present
  Motiv8 Investments Llc
  St Louis Park, MN
• 08/2006 → Present
  Kay Stienessen Cpa Financial Advisor
  St Louis Park, MN

Previous Registrations

• 2012-11-07 → 2019-05-13
  Harbour Investments, Inc.
  St Louis Park, MN
  Minneapolis, MN
  Madison, WI
  Bloomington, MN
  Minneapolis, MN

Other Businesses

1. INDEPENDENT INSURANCE AGENT - INCLUDING EQUITY INDEXED ANNUITIES. 2. KAY STIENESSEN CPA, OWNER, 4021 VERNON AVE S SUITE 208 ST LOUIS PARK MN 55416, PREPARE INCOME TAXES, START DATE 1/1/2013, 30% OF TOTAL HOURS WORKED IS DEVOTED TO THIS ACTIVITY AND MAY BE DURING TRADING HOURS. 3. THE LENOX FOUNDATION, BOARD MEMBER ON THE FINANCE COMMITTEE, START DATE 07/21/2017, SUPPORTING THE ST. LOUIS PARK SENIOR PROGRAMS, 1 HOUR/MONTH DURING TRADING HOURS. 4. Name of outside business: Excelsior Financial Group LLC; Legal name of business: Excelsior Financial Group LLC; Is the business investment related: No; Location of the business: 4021 Vernon Ave S Ste 208 St Louis Park MN 55416 USA; Description of the business: tax preparation business; Position Title: CPA/owner; Responsibilities Duties: tax preparation and tax planning; Start date with business: 2006-08-01; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 28; Will an IRS form for income earned be received: No;

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-29
• S63 Uniform Securities Agent State Law Examination
  1999-10-28

Other Names

• Katherine Mary Fogarty
• Kay Stienessen